Orbimed Advisors Llc Buys Prevail Therapeutics Inc, SpringWorks Therapeutics Inc, LogicBio Therapeutics Inc, Sells Agilent Technologies Inc, Boston Scientific Corp, Bristol-Myers Squibb Company

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Dec 12, 2019
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New York, NY, based Investment company Orbimed Advisors Llc (Current Portfolio) buys Prevail Therapeutics Inc, SpringWorks Therapeutics Inc, LogicBio Therapeutics Inc, Humana Inc, BELLUS Health Inc, sells Agilent Technologies Inc, Boston Scientific Corp, Bristol-Myers Squibb Company, Merck Inc, Illumina Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Orbimed Advisors Llc. As of 2019Q3, Orbimed Advisors Llc owns 115 stocks with a total value of $5.2 billion. These are the details of the buys and sells.

For the details of ORBIMED ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/orbimed+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of ORBIMED ADVISORS LLC
  1. Ascendis Pharma A/S (ASND) - 3,719,173 shares, 6.91% of the total portfolio. Shares reduced by 3.31%
  2. Tricida Inc (TCDA) - 11,114,280 shares, 6.62% of the total portfolio.
  3. Boston Scientific Corp (BSX) - 5,268,700 shares, 4.14% of the total portfolio. Shares reduced by 21.97%
  4. Alector Inc (ALEC) - 12,532,329 shares, 3.49% of the total portfolio. Shares reduced by 4.93%
  5. Prevail Therapeutics Inc (PRVL) - 13,822,463 shares, 3.27% of the total portfolio. New Position
New Purchase: Prevail Therapeutics Inc (PRVL)

Orbimed Advisors Llc initiated holding in Prevail Therapeutics Inc. The purchase prices were between $8.05 and $15.21, with an estimated average price of $11.32. The stock is now traded at around $14.91. The impact to a portfolio due to this purchase was 3.27%. The holding were 13,822,463 shares as of .

New Purchase: SpringWorks Therapeutics Inc (SWTX)

Orbimed Advisors Llc initiated holding in SpringWorks Therapeutics Inc. The purchase prices were between $18.8 and $27.82, with an estimated average price of $23.64. The stock is now traded at around $27.59. The impact to a portfolio due to this purchase was 3.1%. The holding were 7,406,307 shares as of .

New Purchase: LogicBio Therapeutics Inc (LOGC)

Orbimed Advisors Llc initiated holding in LogicBio Therapeutics Inc. The purchase prices were between $6.97 and $13.46, with an estimated average price of $10.7. The stock is now traded at around $7.97. The impact to a portfolio due to this purchase was 1.35%. The holding were 6,466,783 shares as of .

New Purchase: Humana Inc (HUM)

Orbimed Advisors Llc initiated holding in Humana Inc. The purchase prices were between $255.67 and $304.87, with an estimated average price of $280.13. The stock is now traded at around $347.03. The impact to a portfolio due to this purchase was 0.9%. The holding were 181,800 shares as of .

New Purchase: BELLUS Health Inc (BLU)

Orbimed Advisors Llc initiated holding in BELLUS Health Inc. The purchase prices were between $6.24 and $8.84, with an estimated average price of $7.67. The stock is now traded at around $7.03. The impact to a portfolio due to this purchase was 0.87%. The holding were 7,025,832 shares as of .

New Purchase: Mirati Therapeutics Inc (MRTX)

Orbimed Advisors Llc initiated holding in Mirati Therapeutics Inc. The purchase prices were between $77.91 and $109.6, with an estimated average price of $93.91. The stock is now traded at around $106.12. The impact to a portfolio due to this purchase was 0.8%. The holding were 535,143 shares as of .

Added: Ultragenyx Pharmaceutical Inc (RARE)

Orbimed Advisors Llc added to a holding in Ultragenyx Pharmaceutical Inc by 948.04%. The purchase prices were between $42.5 and $63.11, with an estimated average price of $54.45. The stock is now traded at around $42.72. The impact to a portfolio due to this purchase was 0.62%. The holding were 834,313 shares as of .

Added: Arqule Inc (ARQL)

Orbimed Advisors Llc added to a holding in Arqule Inc by 270.13%. The purchase prices were between $7 and $11.89, with an estimated average price of $9.43. The stock is now traded at around $19.99. The impact to a portfolio due to this purchase was 0.37%. The holding were 3,701,273 shares as of .

Added: DexCom Inc (DXCM)

Orbimed Advisors Llc added to a holding in DexCom Inc by 46.06%. The purchase prices were between $142.13 and $175.19, with an estimated average price of $155.46. The stock is now traded at around $202.00. The impact to a portfolio due to this purchase was 0.35%. The holding were 384,000 shares as of .

Added: eHealth Inc (EHTH)

Orbimed Advisors Llc added to a holding in eHealth Inc by 22.82%. The purchase prices were between $66.79 and $110.32, with an estimated average price of $90.05. The stock is now traded at around $93.69. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,117,414 shares as of .

Added: MeiraGTx Holdings PLC (MGTX)

Orbimed Advisors Llc added to a holding in MeiraGTx Holdings PLC by 29.46%. The purchase prices were between $15.84 and $30.01, with an estimated average price of $23.32. The stock is now traded at around $20.52. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,349,060 shares as of .

Added: Adverum Biotechnologies Inc (ADVM)

Orbimed Advisors Llc added to a holding in Adverum Biotechnologies Inc by 104.72%. The purchase prices were between $5.24 and $15.89, with an estimated average price of $11.26. The stock is now traded at around $10.49. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,012,969 shares as of .

Sold Out: Agilent Technologies Inc (A)

Orbimed Advisors Llc sold out a holding in Agilent Technologies Inc. The sale prices were between $65.59 and $78.07, with an estimated average price of $72.2.

Sold Out: Bristol-Myers Squibb Company (BMY)

Orbimed Advisors Llc sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $42.77 and $50.71, with an estimated average price of $47.01.

Sold Out: Illumina Inc (ILMN)

Orbimed Advisors Llc sold out a holding in Illumina Inc. The sale prices were between $266.84 and $378.23, with an estimated average price of $303.82.

Sold Out: ViewRay Inc (VRAY)

Orbimed Advisors Llc sold out a holding in ViewRay Inc. The sale prices were between $2.9 and $9.56, with an estimated average price of $5.93.

Sold Out: CareDx Inc (CDNA)

Orbimed Advisors Llc sold out a holding in CareDx Inc. The sale prices were between $20.03 and $40.08, with an estimated average price of $27.75.

Sold Out: Clovis Oncology Inc (CLVS)

Orbimed Advisors Llc sold out a holding in Clovis Oncology Inc. The sale prices were between $3.93 and $15.35, with an estimated average price of $8.15.

Reduced: Boston Scientific Corp (BSX)

Orbimed Advisors Llc reduced to a holding in Boston Scientific Corp by 21.97%. The sale prices were between $40.31 and $43.45, with an estimated average price of $42.38. The stock is now traded at around $44.67. The impact to a portfolio due to this sale was -1.05%. Orbimed Advisors Llc still held 5,268,700 shares as of .

Reduced: Merck & Co Inc (MRK)

Orbimed Advisors Llc reduced to a holding in Merck & Co Inc by 23.97%. The sale prices were between $79.73 and $86.91, with an estimated average price of $84.08. The stock is now traded at around $89.57. The impact to a portfolio due to this sale was -0.86%. Orbimed Advisors Llc still held 1,954,100 shares as of .

Reduced: Edwards Lifesciences Corp (EW)

Orbimed Advisors Llc reduced to a holding in Edwards Lifesciences Corp by 28.98%. The sale prices were between $184.64 and $226.29, with an estimated average price of $210.56. The stock is now traded at around $230.70. The impact to a portfolio due to this sale was -0.63%. Orbimed Advisors Llc still held 507,800 shares as of .

Reduced: Thermo Fisher Scientific Inc (TMO)

Orbimed Advisors Llc reduced to a holding in Thermo Fisher Scientific Inc by 23.96%. The sale prices were between $268.46 and $305.43, with an estimated average price of $286.65. The stock is now traded at around $319.36. The impact to a portfolio due to this sale was -0.54%. Orbimed Advisors Llc still held 351,900 shares as of .

Reduced: Anthem Inc (ANTM)

Orbimed Advisors Llc reduced to a holding in Anthem Inc by 29.59%. The sale prices were between $237.69 and $310.48, with an estimated average price of $273.94. The stock is now traded at around $284.42. The impact to a portfolio due to this sale was -0.5%. Orbimed Advisors Llc still held 254,600 shares as of .

Reduced: Apellis Pharmaceuticals Inc (APLS)

Orbimed Advisors Llc reduced to a holding in Apellis Pharmaceuticals Inc by 65.79%. The sale prices were between $24.09 and $32.18, with an estimated average price of $27.53. The stock is now traded at around $27.27. The impact to a portfolio due to this sale was -0.5%. Orbimed Advisors Llc still held 623,859 shares as of .



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